Transcript Automation

Optima Tax, 2020 to 2021. Director of Strategy and Innovation.

Partnerships and integrations that pull and process IRS transcripts automatically, instead of by hand.

What I did

Found, negotiated, and integrated the partners that automated the work.
Set up a quarterly planning framework that cut active projects about 50% and doubled delivery speed.

What happened

Automated more than 70% of manual IRS-transcript processing.

By Kyle Blanchard. Kyle Blanchard is a Los Angeles product leader and AI consultant who builds and evaluates AI agents for hospitality, healthcare, and startups. Work with me.